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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,208 | $86,298-63.8% | $111,308-72.0% | $85,847-63.6% |
| Participation rate | 39.3% | 73.3%-34.0pp | 77.3%-38.0pp | 69.3%-30.0pp |
| Annual return | 21.33% | 19.99%+1.3pp | 54.67%-33.3pp | 318.61%-297.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $640 | $3,641-82.4% | $4,487-85.7% | $3,952-83.8% |
| Admin fee / account holder | $531 | $8,189-93.5% | $7,965-93.3% | $6,261-91.5% |